Purchases and Sales Made in Q2 2023 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.72K- 26.41% |
$339K - $371K
|
10.4K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.91K- 1.17% |
$356K - $390K
|
329K
$39.3M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3.92K- 31.29% |
$357K - $391K
|
8.61K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.94K- 4.13% |
$359K - $394K
|
91.5K
$10.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-3.97K- 5.74% |
$361K - $396K
|
65.1K
$7.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.98K- 31.57% |
$363K - $398K
|
8.63K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4K- 13.44% |
$364K - $399K
|
25.7K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.08K- 0.82% |
$372K - $408K
|
491K
$58.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-4.09K- 1.05% |
$372K - $408K
|
385K
$46M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.1K- 24.38% |
$374K - $410K
|
12.7K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.12K- 3.81% |
$375K - $411K
|
104K
$12.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-4.15K- 7.41% |
$378K - $414K
|
51.9K
$6.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-4.16K- 5.9% |
$379K - $415K
|
66.3K
$7.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.17K- 20.28% |
$380K - $416K
|
16.4K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-4.19K- 3.58% |
$382K - $419K
|
113K
$13.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4.27K- 42.86% |
$389K - $426K
|
5.69K
$679K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.27K- 98.14% |
$389K - $426K
|
81
$9.67K
|
|
|
Aug 11, 2023
Q2 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-4.3K- 18.9% |
$392K - $429K
|
18.5K
$2.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.33K- 46.53% |
$395K - $432K
|
4.98K
$594K
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-4.34K- 51.04% |
$395K - $433K
|
4.16K
$497K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.38K- 23.55% |
$399K - $437K
|
14.2K
$1.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.38K- 2.71% |
$399K - $437K
|
158K
$18.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-4.43K- 9.28% |
$404K - $442K
|
43.3K
$5.17M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.44K- 20.17% |
$405K - $443K
|
17.6K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.44K- 21.84% |
$405K - $444K
|
15.9K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.45K- 2.81% |
$405K - $444K
|
154K
$18.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.46K- 2.06% |
$406K - $445K
|
212K
$25.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.55K- 44.8% |
$415K - $454K
|
5.6K
$669K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-4.66K- 1.95% |
$424K - $465K
|
235K
$28M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.7K- 5.02% |
$428K - $469K
|
88.9K
$10.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.77K- 16.87% |
$435K - $476K
|
23.5K
$2.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-4.82K- 3.57% |
$439K - $481K
|
130K
$15.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.1K- 26.23% |
$465K - $509K
|
14.3K
$1.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-5.11K- 34.52% |
$465K - $510K
|
9.69K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-5.11K- 17.57% |
$466K - $510K
|
24K
$2.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.14K- 32.76% |
$468K - $513K
|
10.5K
$1.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-5.31K- 1.69% |
$484K - $530K
|
310K
$37M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.35K- 60.3% |
$487K - $534K
|
3.52K
$421K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5.35K- 2.55% |
$488K - $534K
|
205K
$24.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.39K- 6.36% |
$491K - $538K
|
79.3K
$9.47M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.4K- 32.41% |
$492K - $539K
|
11.3K
$1.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5.43K- 9.29% |
$495K - $542K
|
53K
$6.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.44K- 8.56% |
$496K - $543K
|
58.2K
$6.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.45K- 31.28% |
$497K - $544K
|
12K
$1.43M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.49K- 1.09% |
$500K - $548K
|
499K
$59.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-5.5K- 15.01% |
$502K - $549K
|
31.2K
$3.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.51K- 3.12% |
$502K - $550K
|
171K
$20.4M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.52K- 8.04% |
$503K - $551K
|
63.1K
$7.54M
|
|
|
Jun 20, 2024
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5.62K- 9.26% |
$512K - $561K
|
55K
$6.57M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-5.64K- 1.05% |
$514K - $563K
|
533K
$63.7M
|